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Set up General Settings for Certification

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 Level: Administrator

In the General Settings tab, is where your Administrator can set up the Certification statuses and custom fields which can be defined as required or optional.

  1. Navigate to Settings.
  2. Under the Administration heading, click Certifications and the Certification Settings screen.

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The General tab displays by default, and this contains:

  • General Settings
  • Custom Fields

General Settings

By default, the General tab displays the following columns:

  • Status List - This shows the names of all current statuses of your assets, for example, ACTIVE, EXPIRED, REVOKED, or SUSPENDED.  
  • Active - This indicates whether the status is in use or not in the system.
    • Active status clipboard_28900cfe-bdcb-40a4-a625-81b85061f6c4.png icon - this indicates the status is used in the system.
    • Inactive status clipboard_3837586a-a7ac-4d9e-895e-a23559d2c408.png icon - this indicates the status is inactive in the system but it can still have work orders created, but their PMs (on their Maintenance Plans) will not come to be included on the PM Management board (thus, not be eligible to be automatically turned into a work order).

Create a New Status

  1. Click the Add clipboard_341e9693-2714-4030-a668-0843f3793b29.png icon and a new status line will appear.

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  1. In the Status field, enter the name of the status. By default, the new status is an Active status.  
  2. Click the Save button.

Make a Status Inactive

  1. For the status you want to make inactive, uncheck the Active clipboard_28900cfe-bdcb-40a4-a625-81b85061f6c4.png check box.
  2. Click the Save button.

Edit a Status Name

  1. For the status you want to edit, click Edit clipboard_bd7496df-e424-40d0-9233-b4af4ba2bb95.png icon.
  2. Change the status name.
  3. Click the Save button.

Delete a Status

  1. For the status you want to delete, click Edit clipboard_bd7496df-e424-40d0-9233-b4af4ba2bb95.png icon.
  2. Click the Delete clipboard_2e2668e6-b1b5-4855-883f-3d6165cc6cc1.png icon.
  3. Click the Save button.

Custom Fields

You can add custom fields, reorder them in the list, or remove custom fields.

Add a Custom Field

  1. Click on the Add + icon and the Custom Fields dialog displays. 

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  1. Select all custom fields to be added. If the custom field you want is not in the list then, see Create or Edit Custom Fields.
  2. Click the Add button at the bottom of the window.

Make a Custom Field mandatory or optional 

  • To make the field mandatory when creating/editing an Asset, click the Not Required clipboard_2b471c1f-bde5-4d98-a883-8b9b8a6e8dfc.png icon and change it to Required clipboard_65b890ff-ee74-462e-a132-a0dada9fabc9.png icon.

Reorder the Custom Fields

  1. Hover over the custom field.
  2. Click the Move clipboard_71275e17-07df-4976-94de-f00904b5d92c.png icon and drag the custom field up or down to change the order. 

Remove a Custom Field

  • Click the X icon to remove the custom list from the list.